InsideView Apex allows you to edit an existing market segment with various options that are available to choose from in the left pane. Here’s how:
|1||Log in to InsideView Apex||Log in to InsideView Admin Portal with user credentials.|
|2||Select a Market Segment||Click Apex and select the Market Segments link and click on the market segment that you want to edit.
|3||Edit a Market Segment name||From the market segment visualizations page, you can edit the search criteria in the left pane by clicking the Pencil or + Add icon.
You can also change the name of your market segment. For example, change Banking Companies to US Banking Companies by clicking the edit icon next to the segment name.
|4||Modify Search Criteria||Click the icon to add new search criteria.
The Filters dialog opens.
In the Filters dialog, select the Companies tab to enter the following company search criteria:
Company Location: Enter the company location filter by selecting the following options:
For example, select the United States option to filter based on states in the USA.
Once you have selected all states, click Done to return to the Filters dialog.
|5||Enter Industry Classification filters||In the Companies tab, select an industry from the Industry drop-down list, then select any applicable sub-industries. For example, select the Banks industry and Commercial Banking sub-industry.
|6||Enter company names||In the Companies tab, select the Company Name option from the drop-down list to search with the name of the company.
Enter the company name or select from type ahead suggestions. For example of enter Bank of America Corporation or select any result from the suggestions as illustrated:
|7||Enter company status||In the Filters dialog, select the Companies tab, select the Company Status option to choose the status of a company from the drop-down list.
For example, you can select Operating, Subsidiary, or Acquired.
Note: Click the toggle to enable the Include out of business companies option to search all companies that are not operating.
|8||Enter Fiscal Year End (FYE)||In the Companies tab, select the Fiscal Year End option to choose the fiscal year-end month of a public company from the drop-down list.
|9||Enter the ownership type||In the Companies tab, select the Ownership Type of a company from the drop-down list.
For example, you can select Public, Private or Government.
|10||Enter the Ticker value||In the Companies tab, select the Ticker option to search for companies based on their stock market ticker symbol. For example, enter BAC to search for the Bank of America Corporation.
|11||Filter with the People search criteria||Use the People tab to search for executives according to the following criteria:
In the People tab, select the Contact Location filter to search for contacts based on their location. Enter the name of a city, state, or country select from the type ahead suggestions to choose locations as illustrated:
If you have entered values for a company location, employee count, industry, revenue, or other company search criteria and you wish to modify them or add more filters, read the article Creating a Market Segment article in our Knowledge Base.
Use the Contact Info list to search for people according to the following criteria:
Use the Social Network filter to search only for those executives who are on one of the following social networking sites: Twitter, LinkedIn, or Facebook.
|12||Filter with Insights search criteria||On the “Edit Market Segment” page, click the plus (+) button to open the Filters dialog and select the Insights tab to add additional company search criteria.
In the Insights tab, click Annual Lists & Indexes to find companies that appear on the FTSE 100, Fortune Global 2000, Fortune 500, Fortune1000, Inc 5000, Russell 3000, and/or S&P 500.
In the Insights tab, click Agents under News area to search with 18 standard InsideView Agents. InsideView Agents group news articles into categories that indicate buying triggers such as New Offerings, Acquisitions, Partnerships, Expanding Operations, Cost Cutting, and Outperforming.
To modify agents as per your business requirement, follow these steps:
In the Insights tab, select the Technology option and click the plus (+) icon to choose from the predefined list of technologies that companies use today.
Note: You can choose only from the list of technologies that are predefined by your InsideView CSM or an Account Admin in the Tech Settings section. For more information, read the article Managing Technographics Settings in our Knowledge Base.
For example, you can enter Google in the search to find companies that use Google App Engine technology if this technology is assigned to your account.
In the Insights tab, select the Intent option and click the plus (+) icon to filter your list based on Intent topics that have been selected by your account admin. Intent topics indicate when a company is in the market to buy a particular product or service.
Note: The Intent filter is only visible to users who have purchased the Elite license and Enterprise users who have brought the “Intent” add-on package for their organization.
For example, you can enter Account in the search to find topics such as Accounting, Accounting Automation, Account Receivable, and Account Payable.
|13||Change the intent score||
The Intent Score indicates how much a company has researched a particular topic over a particular week. The higher the Intent Score, the more likely that company is looking to buy a particular product or service.
To change the Intent Score value, drag the slider to the desired score range as illustrated:
Click Apply and then click Search.
|14||Save changes||If you do not save any search criteria before you leave a market segment page the following alert message appears:
|15||Save a Market Segment||
Note: The total number of company and people records that you can export is based on the InsideView Target export balance available for that account.